How to Create Customer Category in Cloud Accounting

Created by Shirley Choong, Modified on Sat, 30 Sep 2023 at 08:41 PM by Shirley Choong

Next is the creation of Customer Categories. This form is used to categorize customers. 

For example, some of your customers may be corporate companies while others may be dealers which can be useful for report generation.

In Navigation pane, go to Accounts receivable > Categories. Click 'Add', and then the new form will be displayed.

 

 

Fill in the Category Code, which will serve as a unique code for each category, along with the name. Toggle the 'Default' button to set this category as the default option when creating a customer. Once done, click ‘OK’ to save.

 

 

Categories that are not used in Customer Maintenance can still be deleted by going back to the Category list view. Select the required category(s) and click Delete. Click on “Confirm Delete” on the confirmation message.

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